Fundraising Talks
News and updates from the University System of Maryland Office of Advancement Research
Upcoming Events

November 3-4
2016 Fall Symposium Advancing Leaders (APRA)
The Westin Alexandria, 400 Courthouse Sq., Alexandria, VA 22314

October 13
October 27
APRA Maryland 2016 Fall Conference (APRA-MD) 
9:00 AM - 4:00 PM
Stevenson University, 1525 Greenspring Valley Rd,
Stevenson, MD 21153

T ell Me More...
Looking for funding opportunities? We've identified a few funds that might be useful to you. Visit the links below to learn more about the requirements and deadlines for these opportunities. 

Jack Kent Cooke Foundation Good Neighbor Grants Program
November 15, 2016

Cafritz Foundation
November 1, 2016 
Useful Links 
Contact Us 

 Sapna Varghese

Director of Advancement Research 


 Nell Walker

Prospect Researcher 301.445.1952  


Raechel Winder
Office Clerk

Letter from the Director
Dear Colleagues,

Fall is here, and every aspect of our institutions' fundraising programs is in full swing. Along with major and annual giving programs, planned giving contributes to larger campaign totals and is an essential element of a mature fundraising program. Planned gifts such as charitable bequests, charitable gift annuities (CGAs), and charitable remainder trusts (CRTs), also constitute a large part of institutional endowments, and are essential to the USM's focus on endowment building.

A partnership group convened by the Indiana University Lilly Family School of Philanthropy (IUPUI) and Pentera, a consulting firm, recently published the " 2016 Planned Giving Study " which provides   new insights regarding planned gifts and donors in higher education. Some of the findings from the study include: 
  • Donors are more likely to make a planned gift as they age.
  • Nearly three-quarters of planned gift donors were alumni who earned a degree from the institution receiving the gift.
  • The top 20 percent of the largest donors donated 82 percent of the total amount of planned gifts.
  • Donors who lived in the same state as the beneficiary university contributed multiple planned gifts to the same institution over time.
  • Members of legacy societies gave significantly larger planned gifts than non-members.
  • Donors between the ages of 45 to 50 are more likely than other age groups to make planned gifts.
  • Individuals without children are more likely to make larger charitable bequests.
These findings can help you identify characteristics of your planned giving donors and help you to better align institutional needs with the philanthropic interests and financial objectives of your donors.  

We hope you find this information on planned giving beneficial for your fundraising programs. As always, please feel free to contact us if you have any questions, comments, or need assistance with prospect research.

Best Regards,
Sapna and USM Advancement Research Team

Prospect research doesn't have to be conducted solely by a prospect researcher. Most organizations have a considerable amount of data, which means that teams can be more flexible with assigning duties. Gift officers can do some prospect research, which in turn allows prospect researchers to focus on deeper analysis. This blog post highlights three ways a gift officer can break into prospect research with little to no training.  
Known for being fiercely independent, G eneration X (bo rn 1963-1980) values autonomy in their philanthropic practices. More so than other generati ons, Gen Xers want to see details on where their money is being spent and the impact it will have. This write-up details h ow organizations can best engage Generation X  through tactics such as building trust and thinking outside of the box. 
Have you started thinking about your end-of-the-year fundraising appeal? In this listicle, Claire Axelrad offers six tips on improving year-end fundraising appeals and mailing procedures. She covers aspects of the process that are often overlooked, such as the color of the mailing envelopes to the size of the appeal's font.
Andrea Kihlstedt has created an infographic-timeline to help you understand and organize your next capital campaign. The timeline is comprised of eight segments from pre-campaign planning to the campaign's follow through. Each segment is broken down further with to-do lists for each step of the campaign.  
Guarantee Success for Your Year-End Campaign with Donor Data as Your Guide    

Now is the time to figure out how to make the most of your database so that you can enter the holiday season prepared, according to this article in npENGAGE. Databases are full of all kinds of information that is helpful in engaging donors, but it's necessary to understand the needs of your fundraising campaign before delving into analytics. This article discusses best-practice techniques so that your organization can take advantage of the information in its database.